About Mickey
Serving the Birmingham area, Mickey provides the personalized investment guidance you need to help make your financial goals a reality. Using a personalized, one-on-one approach, Mickey works closely with you to develop an investment plan that works for your unique objectives.
Professional Experience
Since 2009, Mickey has served as a trusted consultant for high net worth and ultra-high net worth individuals, families, including many CEOs and senior corporate executives of multinational companies, law firms, privately-held businesses, financial institutions, and both public and private charitable foundations. Overseeing all aspects of her client’s financial priorities, she directs clients on investment management, comprehensive estate and financial planning, tax planning and compliance, insurance and asset protection, concierge family office services, trust advisory as well as traditional private banking lending and deposit services to ensure her clients achieve successful financial outcomes. Mickey works with a team of credentialed advisors, tax and estate specialists and investment professionals to implement her client’s financial plan.
Education
Mickey earned a Bachelor of Administration in Marketing and Sales Management from Central Michigan University, 2008.
About Fifth Third Private Bank
With over 100 years of wealth planning experience, Fifth Third Private Bank delivers access to sophisticated investment solutions and challenges you to achieve the outcomes you desire. Our approach starts by understanding that each client is unique. Using a dedicated team approach, Fifth Third Private Bank collaborates to build plans centered around each individual and family. And because we have found many successful people may leave aspects of their plan unaddressed, our work doesn’t stop there. We continue to help you focus and manage your wealth as our relationship with you progresses.
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